Dowgate Wealth is on the lookout for an able Chartered Financial Planner with exceptional knowledge and enthusiasm to join our team in London. The role is suitable for someone who will thrive in an entrepreneurial, professional and forward-looking environment and someone who will be willing to assist with the strategic growth of the company.
You will work alongside our team of experienced Investment Managers, add value to our existing client base and ideally populate new business. We look after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to September 2021, with £400 million discretionary AUM.
The successful candidate:
Ideally Chartered status
Genuine desire to provide a high standard of advice and level of service to clients
You are engaging and able to connect with a wide array of audiences by phone, email and face to face contact
Detailed knowledge of Inheritance Tax Planning, Offshore advice and Pensions
Dedication to understanding that each client is unique and so are their objectives
Wealth of experience across different products and service types such as SIPP’s & ISA’s
Industry connections and a highly established network
Why Dowgate Wealth:
Close-knit and inclusive culture within the team fostered by strong work ethics
Opportunity to get involved in a young start-up company and assist the strategic growth of the business
Having developed a solid foundation, we are now looking for a like-minded adviser who share our values
You will be highly valued at a smaller company where you won’t be just a number
Versatile charging structure
Dedicated support team in London with additional administrative headquarters in Crawley
Comprehensive IT systems
Competitive salary based on potential with additional bonus opportunity
Season ticket loan
25 days holiday
Corporate discount at Gymbox
Direct applications can be submitted via email. Please send your CV and covering letter to hello@dowgate.co.uk – please indicate that you are applying for the Chartered Financial Planner role in the subject line.
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